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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Harbor crest
- Established Date
- 04-14-1994
- Office Locations
- 1
Office Locations
About Beta Management Consulting
Beta Management Consulting is a Houston-based, independent fiduciary advisor serving individuals, families, couples, and businesses with fee-only planning and portfolio management across retirement and education accounts. Investment approach centers on stocks and bonds, emphasizing undervalued equity selection; portfolios often incorporate ETFs. Custody is through Charles Schwab, led by Errol J. Martin, an investment counselor advising since 1990 with daily monitoring.
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Owner & Executives
ERROL JOSEPH MARTIN
Partner
- CRD
- #2069532
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $29,366,396 | -- |
| Total | $29,366,396 | -- |
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Separately Managed Accounts
Total SMA Asset: $29,366,396
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $400,067,481 | 9.9% |
| Other | $767,806,276 | 19.0% |
| Cash | $990,065,987 | 24.5% |
| U.S. Government/Agency | $1,883,145,919 | 46.6% |
| Total | $4,041,085,663 | 100.0% |